How AEP review ranks your book

When it opens

AEP review opens as soon as next year's plan data from CMS is loaded, usually around October 1. Before that, it works from carrier notices you've entered, and otherwise says the data isn't out yet.

What it checks

For each client, Anviik finds next year's plan from CMS's plan crosswalk, then compares the plan, the premium, the counties it covers and each medication on both years' formularies.

How it ranks

• High: the plan is ending, a medication is dropped from the formulary, or the client's county is no longer covered.
• Medium: the plan changes, the premium rises $15 or more a month, a drug moves to a higher tier or adds prior authorization or step therapy, or a brand drug is now covered only as its generic.
• Low: smaller changes, such as a renamed plan.
• Improvements, like a lower premium, show in green.

A medication that isn't on either year's formulary says "check in Sunfire" instead of being called dropped. Doctors always say "check in Sunfire", because CMS doesn't publish Medicare Advantage provider networks.

Working the list

Mark each client To review, Contacted or Reviewed as you go. Open a client for the Sunfire prep view, which lays out their location, drugs, pharmacy, doctors and coverage in the order Sunfire asks, with copy buttons and a print layout.